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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
926
Natixis Investment Managers International
Natixis Investment Managers International
France
$42.9M +$946K 7 5.09% Increased
927
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$42.9M -$483K 3 1.97% Reduced
928
Penn Davis McFarland
Penn Davis McFarland
Texas
$42.7M -$10.8M 2 11.2% Reduced
929
First Mercantile Trust
First Mercantile Trust
Tennessee
$42.5M -$6.14M 7 5.18% Reduced
930
Pillar Pacific Capital Management
Pillar Pacific Capital Management
California
$42.4M +$624K 8 7.35% Increased
931
Driehaus Capital Management
Driehaus Capital Management
Illinois
$42.3M +$18.2M 6 1.37% Increased
932
Todd Asset Management
Todd Asset Management
Kentucky
$42M +$302K 3 1.25% Increased
933
Willis Investment Counsel
Willis Investment Counsel
Georgia
$42M +$473K 2 3.69% Increased
934
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$41.9M -$395K 7 5.11% Reduced
935
Woodstock Corp
Woodstock Corp
Massachusetts
$41.9M +$899K 8 8.82% Increased
936
FBC
Fairfield, Bush & Co
Connecticut
$41.9M +$4.88M 6 14.96% Increased
937
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$41.7M -$358K 5 1% Reduced
938
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$41.5M +$753K 10 4.88% Increased
939
Colony Group
Colony Group
Massachusetts
$41.4M +$15.9M 6 4.78% Increased
940
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$41.2M -$10.5M 4 5.61% Reduced
941
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$41.1M -$918K 2 6.67% Reduced
942
PDN
Pensionfund DSM Netherlands
Netherlands
$41.1M -$10M 4 5.54% Reduced
943
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$41.1M -$340K 6 0.58% Reduced
944
SIP
Stoneridge Investment Partners
Pennsylvania
$41M -$6.82M 10 6.01% Reduced
945
CCM
Cadence Capital Management
Massachusetts
$41M +$25.4K 7 2.88% Increased
946
Aviance Capital Management
Aviance Capital Management
Florida
$40.9M -$2.59M 5 1.35% Reduced
947
AJ
Ashburton (Jersey)
Jersey
$40.8M -$3.32M 4 14.29% Reduced
948
Dowling & Yahnke
Dowling & Yahnke
California
$40.7M +$658K 7 5.03% Increased
949
Burney Company
Burney Company
Virginia
$40.6M -$827K 7 2.96% Reduced
950
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$40.6M +$7.37M 5 4.9% Increased